+1,248.4%
SPXL vs OVV
+55.1%
+1,193.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | -1.3% | -3.8% | +2.5% | +0.2% |
| 30D | -5.0% | +1.3% | -6.3% | -5.6% |
| 3M | +7.6% | +14.3% | -6.8% | +0.6% |
| 6M | +33.6% | +21.1% | +12.5% | +20.1% |
| YTD | +28.1% | +66.0% | -37.9% | +0.5% |
| 1Y | +43.6% | +59.3% | -15.6% | +13.7% |
| 3Y | +225.8% | +47.6% | +178.3% | +162.4% |
| 5Y | +140.1% | +162.0% | -21.9% | +48.6% |
| 10Y | +1,248.4% | +56.5% | +1,191.9% | +503.3% |
| All | +1,248.4% | +55.1% | +1,193.3% | +503.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling